My Plan Facts

Employers › California

Employer · plans filed under one EIN

Stanford Health Care

Stanford, CA · Health care and social assistance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$6.99Bnet assets across plans
39,554participant records25,728 active
$309Memployer contributions, latest plan years$12,014 per active record
$1.8MSchedule C compensation to organisations$44.25 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Stanford Health Care's employer identification number (Stanford, California). Their latest filings total 39,554 participant records and $6.99B in net assets.

The largest is Stanford Health Care Retirement Savings Plan, a 403(b) plan with 39,275 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $309M and participant contributions $329M in the latest plan years; benefits paid were $340M. Schedule C compensation reported to service provider organisations totalled $1.8M.

Combined net assets moved from $723M in 2009 to $6.99B in 2024 (up 867%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Stanford Health Care Retirement Savings Plan403(b) plan202439,275$6.93B$176,479$12,062$1.7M
The Committee for the Recognition of Nursing Achievement (Crona) Section 403(b) Retirement Plan403(b) plan2024279$54.3M$194,697—$8,932
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $723M2010: $868M2011: $928M2012: $1.09B2013: $1.33B2014: $2.11B2015: $2.18B2016: $2.44B2017: $2.96B2018: $2.90B2019: $3.68B2020: $4.33B2021: $5.16B2022: $4.58B2023: $5.81B2024: $6.99B$723M$6.99B20092012201620202024
Combined net assets
2009: 13,6492010: 14,0572011: 14,1562012: 14,3822013: 14,8742014: 20,1182015: 23,5792016: 25,2952017: 26,2532018: 26,3342019: 28,1532020: 30,4662021: 32,9772022: 35,5402023: 37,9482024: 39,55413,64939,55420092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
2024239,554$6.99B$309M$329M
2023237,948$5.81B$264M$292M
2022235,540$4.58B$229M$252M
2021232,977$5.16B$193M$221M
2020230,466$4.33B$175M$195M
2019228,153$3.68B$152M$164M
2018226,334$2.90B$136M$144M
2017226,253$2.96B$126M$131M
2016225,295$2.44B$104M$115M
2015223,579$2.18B$91.4M$98.0M
2014220,118$2.11B$83.1M$35.2M
2013214,874$1.33B$73.4M$32.1M
2012214,382$1.09B$69.4M$30.5M
2011214,156$928M$65.8M$28.9M
2010214,057$868M$61.4M$27.0M
2009213,649$723M$57.9M$25.8M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Fidelity Institutional Operations CParticipant loan processing1$1,710,838
Moss AdamsAccounting (including auditing)1$18,300
American FundsRecordkeeping and information management1$8,932
TIAA - Teachers Insurance and Annui—1$6,752
Willis Towers WatsonConsulting (general)1$5,407

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Fidelity Institutional Operations C$1.7M
Moss Adams$18K
American Funds$8,932
TIAA - Teachers Insurance and Annui$6,752
Willis Towers Watson$5,407

Questions and answers

How many retirement plans does Stanford Health Care have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Stanford Health Care Retirement Savings Plan and The Committee for the Recognition of Nursing Achievement (Crona) Section 403(b) Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Stanford Health Care contribute to its plans?

$309,088,036 in employer contributions across these plans in their latest plan years, about $12,014 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Fidelity Institutional Operations C, Moss Adams, American Funds and TIAA - Teachers Insurance and Annui and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.